Concurrent Investment Advisors, LLC Incresed Positions in Q4 2025

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSOS
Advisorshares Tr Pure Us Canna

ETFs
9.07K
+ 2.29%
$3.36 - $5.47 $30.5K - $49.6K
405K $1.91B
WTS
Watts Water Technologies Inc

Industrials
68
+ 5.11%
$263.55 - $282.91 $17.9K - $19.2K
1.4K $386M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
604
+ 4.45%
$49.98 - $50.22 $30.2K - $30.3K
14.2K $701M
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
2.34K
+ 44.95%
$57.01 - $66.57 $133K - $156K
7.55K $316M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
60
+ 1.04%
$80.59 - $84.32 $4.84K - $5.06K
5.81K $492M
Aim ETF Products Trust
129
+ 1.47%
N/A
8.9K $302M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
206
+ 4.76%
$48.64 - $48.99 $10K - $10.1K
4.53K $221M
MTGP
Wisdomtree Tree Mortgage Plus

ETFs
199
+ 0.77%
$44.57 - $45.22 $8.87K - $9K
25.9K $1.15B
IFRX
Infla Rx N.V.

Healthcare
19.2K
+ 56.89%
$1.18 - $1.66 $22.7K - $31.9K
53K $53.5M
Neuberger Berman ETF Trust
170
+ 2.09%
N/A
8.31K $227M
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
114
+ 0.57%
$10.19 - $10.65 $1.16K - $1.21K
20.2K $215M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
2.89K
+ 13.62%
$5.42 - $5.8 $15.7K - $16.8K
24.1K $130M
DFUS
Dimensional ETF Tr U S Equity

ETFs
1
+ 0.02%
$71.0 - $74.64 $71 - $74.6
4.02K $298M
DFAT
Dimensional ETF Tr U S Target

ETFs
10
+ 0.22%
$55.75 - $58.83 $558 - $588
4.65K $277M
SNAP
Snap Inc

Communication Services
236
+ 1.79%
$7.3 - $9.09 $1.72K - $2.15K
13.4K $108M
KTF
Dws Municipal Income Trust

Financial Services
1K
+ 3.11%
$9.14 - $9.34 $9.14K - $9.34K
33.2K $301M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
32
+ 0.83%
$88.9 - $93.29 $2.84K - $2.99K
3.89K $360M
AB
Alliancebernstein Holding L.P.

Financial Services
49
+ 0.3%
$37.26 - $40.4 $1.83K - $1.98K
16.2K $624M
URA
Global X Uranium ETF

ETFs
904
+ 13.71%
$44.75 - $58.11 $40.5K - $52.5K
7.5K $320M
Onestream Inc
334
+ 3.03%
N/A
11.3K $209M
MQT
Blackrock Muniyield Quality Fund Ii, Inc.

Financial Services
457
+ 1.05%
$9.99 - $10.25 $4.57K - $4.68K
44.1K $444M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
1.18K
+ 7.67%
$10.15 - $10.65 $11.9K - $12.5K
16.5K $168M
ALT
Altimmune, Inc.

Healthcare
2.5K
+ 10.41%
$3.76 - $4.26 $9.4K - $10.7K
26.5K $95.7M
QDEF
Flexshares Quality Div Defensi

ETFs
22
+ 0.64%
$78.1 - $81.04 $1.72K - $1.78K
3.44K $279M
BDJ
Black Rock Enhanced Equity Dividend Trust

Financial Services
58
+ 0.49%
$8.94 - $9.19 $519 - $533
11.9K $112M
GLO
Clough Global Opportunities Fund

Financial Services
1.08K
+ 2.61%
$5.59 - $5.86 $6.06K - $6.35K
42.7K $241M
IYE
Ishares Tr

ETFs
82
+ 1.66%
$45.39 - $48.8 $3.72K - $4K
5.03K $239M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
162
+ 3.62%
$56.88 - $60.06 $9.21K - $9.73K
4.63K $256M
JOBY
Joby Aviation, Inc.

Industrials
6.02K
+ 23.25%
$14.32 - $19.57 $86.2K - $118K
31.9K $421M
IQI
Invesco Quality Municipal Income Trust

Financial Services
120
+ 0.76%
$9.82 - $10.07 $1.18K - $1.21K
15.8K $158M
MCR
Mfs Charter Income Trust

Financial Services
946
+ 4.63%
$6.29 - $6.43 $5.95K - $6.08K
21.4K $134M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
10
+ 0.27%
N/A
3.76K $253M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
78
+ 1.35%
$117.88 - $120.77 $9.19K - $9.42K
5.85K $695M
CYBR
Cyber Ark Software Ltd.

Technology
52
+ 9.25%
$486.39 - $522.02 $25.3K - $27.1K
614 $274M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
51
+ 0.44%
$12.33 - $12.79 $629 - $652
11.7K $147M
MEAR
Blackrock Short Maturity Munic

ETFs
30
+ 0.75%
$50.31 - $50.47 $1.51K - $1.51K
4.02K $202M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
2.07K
+ 0.62%
$17.44 - $18.04 $36K - $37.3K
335K $5.92B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
479
+ 0.97%
$8.07 - $8.23 $3.87K - $3.94K
49.7K $403M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
16
+ 0.17%
$23.37 - $23.7 $374 - $379
9.17K $214M
CHW
Calamos Global Dynamic Income Fund

Financial Services
166
+ 1.13%
$7.35 - $7.82 $1.22K - $1.3K
14.8K $110M
MYI
Blackrock Muniyield Quality Fund Iii, Inc.

Financial Services
636
+ 1.73%
$10.96 - $11.11 $6.97K - $7.07K
37.5K $407M
BCSF
Bain Capital Specialty Finance, Inc.

Financial Services
236
+ 1.92%
$13.28 - $14.41 $3.13K - $3.4K
12.5K $174M
BLW
Blackrock LTD Duration Income Trust

Financial Services
177
+ 1.38%
$13.76 - $14.11 $2.44K - $2.5K
13K $179M
NRZ
New Residential Investment Corp.

Real Estate
5.66K
+ 4.42%
N/A
134K $1.46B
PPG
Ppg Industries Inc

Basic Materials
95
+ 1.82%
$94.92 - $105.45 $9.02K - $10K
5.31K $544M
EFR
Eaton Vance Senior Floating Rate Trust

Financial Services
9
+ 0.06%
$11.12 - $11.44 $100 - $103
15.3K $171M
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
435
+ 0.89%
$3.77 - $3.89 $1.64K - $1.69K
49.4K $183M
BTZ
Blackrock Credit Allocation Income Trust

Financial Services
188
+ 0.61%
$10.8 - $11.17 $2.03K - $2.1K
31.2K $338M
Knightscope Inc
5.5K
+ 42.31%
N/A
18.5K $68.6M
Activity Summary
Buys All Purchases 1456 New Holdings 348 Increased Positions 1108 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 42 Puts 7
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